Printing documents to FileCabinet CS from non- CS Professional Suite applications

Alerts and notices

Note: The process for storing documents from other CS Professional Suite applications is slightly different.

  1. From within the application in which the document was created, open the document you want to print to FileCabinet CS.
  2. The following steps vary depending on the application from which you are printing documents. Click the link for the appropriate source below.
    1. From within Word, Excel, PowerPoint, or Outlook, click the Print button in the Microsoft Office FileCabinet CS toolbar.
      The FileCabinet CS installation process adds FileCabinet CS toolbars to Microsoft Word, Excel, Outlook, and PowerPoint. The buttons in these toolbars allow you to quickly print or embed documents to FileCabinet CS. 
    2. In the FileCabinet CS Driver Documents dialog, select the desired FileCabinet CS data location from the FileCabinet CS field. This is a read-only field if your organization currently has only one data location.
    3. Indicate the ID of the drawer in which the document should be stored, enter the name of the document as you want it to appear in FileCabinet CS, and choose the document folder in which you want to store the document. To select multiple drawers for the document you are storing, choose <<Select multiple drawers>> from the Drawer ID field, select the destination drawers in the Select Multiple Drawers dialog that opens, and click OK.
    4. Optional: Enter search keywords or a document description in the Document description / keywords for searching field.
    5. Click the To Cabinet button (or Print & FCS button if you also marked the Printer button) to store the document in FileCabinet CS.

    Notes

    • You can also store documents from Microsoft Office applications via the print command in those applications, as with other applications.
    • To print a copy of an email to FileCabinet CS once it has been sent from Outlook, click File > Options > Add-Ins, click the Add-In Options button, and mark the Print copy to FileCabinet CS when email is sent checkbox.
    • To print Outlook email attachments to FileCabinet CS, click File > Options > Add-Ins, click the Add-In Options button, and mark the Print attachments to FileCabinet CS when email is printed checkbox.
    1. Choose File > Print (or click Print button in the toolbar) to open the Print dialog.
    2. Select FileCabinet CS (or FileCabinet CS Virtual Office, if running FileCabinet CS through Virtual Office CS) as the print destination. Some Windows-based applications provide a drop-down list from which you can select the printer; others provide a Printer button that can be clicked to change the print destination.
    3. Click OK (or click the Print button, depending on the application).
    4. In the FileCabinet CS Driver Documents dialog, select the desired FileCabinet CS data location from the FileCabinet CS field. This is a read-only field if your organization currently has only one data location.
    5. Indicate the ID of the drawer in which the document should be stored, enter the name of the document as you want it to appear in FileCabinet CS, and choose the document folder in which you want to store the document. To select multiple drawers for the document you are storing, choose <<Select multiple drawers>> from the Drawer ID field, select the destination drawers in the Select Multiple Drawers dialog that opens, and click OK.
    6. Optional: Enter search keywords or a document description in the Document description / keywords for searching field.
    7. Click the To Cabinet button (or Print & FCS button if you also marked the Printer button) to store the document in FileCabinet CS.

Notes

  • If a drawer in which you are storing a document is password protected in FileCabinet CS, you will be prompted to enter the password.
  • Enter a unique drawer ID or click the Add drawer button in the FileCabinet CS Driver Documents dialog to add a drawer while printing a document.

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